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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,666 | $82,678-77.4% | $125,391-85.1% | $68,490-72.7% |
| Participation rate | 38.5% | 75.1%-36.6pp | 82.4%-43.9pp | 67.9%-29.4pp |
| Annual return | -13.79% | -5.97%-7.8pp | 572.41%-586.2pp | -7.85%-5.9pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,001 | $6,111-50.9% | $7,448-59.7% | $4,028-25.5% |
| Admin fee / account holder | $1,127 | $6,277-82.0% | $10,009-88.7% | $5,403-79.1% |